Corient Private Wealth’s StoneCo STNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
+22,536
| New | +$361K | ﹤0.01% | 1975 |
|
|
2024
Q4 | – | Sell |
-10,632
| Closed | -$120K | – | 2486 |
|
|
2024
Q3 | $120K | Sell |
10,632
-22,513
| -68% | -$253K | ﹤0.01% | 2274 |
|
|
2024
Q2 | $397K | Sell |
33,145
-1,701
| -5% | -$20.4K | ﹤0.01% | 1756 |
|
|
2024
Q1 | $579K | Buy |
34,846
+1,619
| +5% | +$26.9K | ﹤0.01% | 1555 |
|
|
2023
Q4 | $599K | Buy |
33,227
+692
| +2% | +$12.5K | ﹤0.01% | 1522 |
|
|
2023
Q3 | $347K | Buy |
32,535
+8,404
| +35% | +$89.7K | ﹤0.01% | 1676 |
|
|
2023
Q2 | $307K | Sell |
24,131
-209
| -0.9% | -$2.66K | ﹤0.01% | 1676 |
|
|
2023
Q1 | $232K | Buy |
24,340
+213
| +0.9% | +$2.03K | ﹤0.01% | 1719 |
|
|
2022
Q4 | $227K | Buy |
+24,127
| New | +$227K | ﹤0.01% | 1440 |
|